We are live on ! Find out more
EFA icon

iShares MSCI EAFE ETF
EFA

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1476
Symphony Financial
Texas
$331K +$317K +4,484 New
LFA
1477
Legacy Financial Advisors
Kentucky
$331K +$310K +4,387 New
FA
1478
Fountainhead AM
New Jersey
$330K -$12.4K -175 -4%
TCG
1479
Transcendent Capital Group
Oklahoma
$329K +$308K +4,364 New
BWM
1480
BKM Wealth Management
Wisconsin
$328K +$308K +4,358 New
USWIA
1481
UP Strategic Wealth Investment Advisors
Pennsylvania
$328K +$307K +4,347 New
VAS
1482
Vestmark Advisory Solutions
Massachusetts
$326K +$306K +4,328 New
TWM
1483
Tradition Wealth Management
Minnesota
$326K +$5.37K +76 +2%
CK
1484
Cohen Klingenstein
New York
$324K – – –
HP
1485
Holistic Planning
Texas
$323K +$303K +4,289 New
FNWM
1486
Financial Network Wealth Management
Utah
$323K +$304K +4,297 New
AIM
1487
AMI Investment Management
Indiana
$323K +$13.9K +196 +5%
DIM
1488
Delta Investment Management
California
$322K +$3.67K +52 +1%
SC
1489
Searle & Co
Connecticut
$322K – – –
MC
1490
Montag & Caldwell
Georgia
$321K +$8.9K +126 +3%
KIA
1491
KCM Investment Advisors
California
$320K -$3.89K -55 -1%
BFA
1492
Bill Few Associates
Pennsylvania
$317K +$298K +4,210 New
FA
1493
Financial Alternatives
California
$316K – – –
LA
1494
Legacy Advisors
Pennsylvania
$314K +$295K +4,174 New
WCWM
1495
Willow Creek Wealth Management
California
$311K +$1.13K +16 +0.4%
CWP
1496
Concord Wealth Partners
Virginia
$310K +$1.63K +23 +0.6%
AT
1497
Arden Trust
Delaware
$310K -$33.1K -468 -10%
CTWM
1498
Cherry Tree Wealth Management
Minnesota
$309K – – –
TCOTS
1499
Trust Company of the South
North Carolina
$309K +$290K +4,097 New
AG
1500
Ascent Group
Virginia
$308K -$25.7K -363 -8%
58 59
60
61 62